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Gerald Peter Bruzek

Mutual OF America Securities LLC

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About Gerald Peter Bruzek

Gerald Peter Bruzek is a financial advisor with over 17 years of experience in the financial services industry. Gerald has worked for Mutual of America Securities LLC since 2012. Prior to joining Mutual of America Securities LLC, Gerald was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and PFS Investments Inc. Gerald holds FINRA Series 6, 7, 26, 63 and 66 licenses. Gerald has also obtained the Securities Industry Essentials (SIE) exam. Gerald is registered in Iowa, Michigan, Minnesota, Nebraska, North Dakota, South Dakota, and Wisconsin. Gerald is a dedicated financial advisor who is committed to helping clients achieve their financial goals.

Firm Information

Gerald Bruzek is currently registered with Mutual OF America Securities LLC. Mutual OF America Securities LLC is a Limited Liability Company formed on June 29, 1990. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Gerald Bruzek’s Registration & Firm History

MN

05/10/2012 - Present

Mutual OF America Securities LLC (BLOOMINGTON MN)

MN

05/10/2012 - 10/30/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BLOOMINGTON MN)

MN

08/31/2010 - 04/24/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)

CO

01/21/2005 - 08/17/2010

PFS INVESTMENTS INC. (WESTMINISTER CO)

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Licenses & Designations

BOTH

Issued 11/05/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2010

Series 7 - General Securities Representative Examination

BC

Issued 01/20/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald Peter Bruzek.
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